Birch Financial Group - Keene, New Hampshire

Address: 149 Emerald St UP1, Keene, NH 03431, United States.
Phone: 6033383838.
Website: birchfinancialgroup.com
Specialties: Financial planner, Financial advisor.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Birch Financial Group

Birch Financial Group 149 Emerald St UP1, Keene, NH 03431, United States

⏰ Open Hours of Birch Financial Group

  • Monday: 8 a.m.–4:30 p.m.
  • Tuesday: 8 a.m.–4:30 p.m.
  • Wednesday: 8 a.m.–4:30 p.m.
  • Thursday: 8 a.m.–4:30 p.m.
  • Friday: 8 a.m.–4:30 p.m.
  • Saturday: Closed
  • Sunday: Closed

Birch Financial Group

Birch Financial Group is a highly reputable financial planning firm located at 149 Emerald St UP1, Keene, NH 03431, United States. With a dedicated team of experienced financial advisors, they offer personalized financial planning services tailored to each client's unique needs and goals.

Specialties: Financial planner, Financial advisor.

Other points of interest: Online appointments, Onsite services, Wheelchair accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.

Opinions: This company has received glowing reviews from satisfied clients, with an impressive average rating of 5/5 on Google My Business. Many clients praise the team's personalized approach, which goes beyond just numbers to provide emotional support and education on all aspects of financial planning.

One satisfied client noted, Birch financial team provides a level of service that is catered to an individual's needs and includes more than just the numbers. They offer support, education, and advice on all matters concerning financial needs and goals in life.

Another client shared their positive experience with the team: Liana, Travis, and Alexis have all been extremely helpful in helping me to reach my financial goals. I am very grateful to have connected with them. I highly recommend Birch Financial Group

With their commitment to personalized service, expertise, and outstanding client satisfaction, Birch Financial Group is an excellent choice for anyone seeking a reliable and supportive financial planning partner.

👍 Reviews of Birch Financial Group

Birch Financial Group - Keene, New Hampshire
J L.
5/5

Birch financial team provides a level of service that is catered to an individual's needs and includes more than just the numbers. They offer support, education, and advice on all matters concerning financial needs and goals in life. Liana, Travis and Alexis have helped multiple generations in my family with no hesitation no mater how big or small the matter has been. Highly recommend!

Birch Financial Group - Keene, New Hampshire
Chip
5/5

Liana,Travis, and Alexis have all been extremely helpful in helping me to reach my financial goals. I am very grateful to have connected with them. I highly recommend Birch Financial Group!

Birch Financial Group - Keene, New Hampshire
James N.
5/5

My father and I have been with the Poodiacs for decades (well since Liana broke off from Wells Fargo, whenever that was) and our wealth has grown steadily. They are wonderful people to work with. I would recommend Birch Financial Group to anyone who has money to invest with.

Birch Financial Group - Keene, New Hampshire
Josh
5/5

Birch Financial from my experience has always been in my best interest. Liana, Travis, Alexis - they listen, respond and they do not boss. They suggest a route, and leave it to me to make a decision from there. Birch Financial turns what could be complex, simple.

Birch Financial Group - Keene, New Hampshire
Vickie C.
5/5

Birch Financial Group have been wonderful in helping us to achieve our goals. Even when our goals changed they came through to help us get where we wanted to be. We are totally happy with them and the service they provide.

Birch Financial Group - Keene, New Hampshire
Matt B.
5/5

Birch Financial Group are a wonderful team of professionals who have been very helpful with important life decisions and retirement planning. I recommend their services to anyone.

Birch Financial Group - Keene, New Hampshire
Karen H.
5/5

We have been with Liana and Travis for many years and have always been very happy with their handling of our investments. We would recommend them to anyone. Tom & Karen

Birch Financial Group - Keene, New Hampshire
leo J.
5/5

Travis, Leana, and Alexis have been incredibly supportive throughout the years. I wouldn't trust anyone else with my finances.

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